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WR Wealth Planners’s Nuveen Floating Rate Income Fund JFR Stock Holding History

WR Wealth Planners’s Portfolio JFR Stock Details JFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.05K Hold
230
– – ﹤0.01% 853
2024
Q3 		$2.03K Hold
230
– – ﹤0.01% 908
2024
Q2 		$1.99K Buy
230
+114
+98% +$992 ﹤0.01% 889
2024
Q1 		$1.01K Buy
+116
New +$986 ﹤0.01% 967

Other funds holding JFR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WR Wealth Planners's JFR Position: Q4 2024 in Review

WR Wealth Planners held its Nuveen Floating Rate Income Fund (JFR) position steady in Q4 2024 at 230 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

WR Wealth Planners first reported a position in JFR in Q1 2024 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold JFR as of Q4 2024.

  • WR Wealth Planners held 230 shares of Nuveen Floating Rate Income Fund worth $2.05K as of Q4 2024.
  • WR Wealth Planners left its Nuveen Floating Rate Income Fund share count unchanged in Q4 2024.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #853 holding.
  • WR Wealth Planners first reported a position in Nuveen Floating Rate Income Fund in Q1 2024 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.